A clearer path to a CRM your team can trust.

For nonprofits that know their CRM is creating frustration but need clarity about what to address first.

$1,500 to $2,500
Fixed fee
Approximately 2 weeks

The review focuses on agreed areas such as:

• Data quality
• Workflows and processes
• Reporting
• Ownership and documentation
• Permissions
• System risks
• Connections between tools

You receive clear findings and a prioritized roadmap that separates immediate needs from improvements that can happen later.

Not included:
Implementation, large-scale data cleanup, migrations, and integrations are scoped separately.

For nonprofits ready to address approved priorities and make practical improvements to their systems.

$5,000 to $12,000
Per project
Approximately 60 to 90 days

A CRM Improvement Project addresses the priorities identified during a review or discovery process.

Depending on the agreed scope, the project may include:

• Data cleanup and organization
• Workflow improvements
• Reports and dashboards
• Permission and access improvements
• CRM configuration
• Salesforce and HubSpot connections
• Documentation and staff guidance

Each project includes defined deliverables, responsibilities, assumptions, and a clear timeline. Additional work is discussed and scoped separately rather than added informally.

 For nonprofits that need structured, ongoing support to keep their CRM useful, documented, and aligned with their work.

$1,250 to $2,000
per month

The CRM Stewardship Partnership provides defined monthly capacity for nonprofits that need consistent system guidance and planned support.

Depending on the agreement, stewardship may include:

• Data governance
• Reporting support
• Documentation
• Staff training and guidance
• Planned Salesforce administration
• System reviews
• Adoption support
• Prioritized improvements

The partnership is structured around an agreed scope, capacity, and set of priorities. It does not include unlimited requests or major projects.